KOCAA
WR

Knights of Columbus Asset Advisors’s Westar Energy Inc WR Stock Holding History

Knights of Columbus Asset Advisors’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-45,100
Closed -$2.37M – 93
2018
Q1 		$2.37M Buy
45,100
+19,650
+77% +$992K 1.08% 42
2017
Q4 		$1.34M Buy
25,450
+4,200
+20% +$227K 0.87% 50
2017
Q3 		$1.05M Buy
21,250
+11,050
+108% +$562K 0.71% 59
2017
Q2 		$541K Buy
+10,200
New +$540K 0.37% 83

Other funds holding WR

N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Knights of Columbus Asset Advisors's WR Position: Q2 2018 in Review

Knights of Columbus Asset Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 45,100 shares — an estimated $2.37M sold.

Knights of Columbus Asset Advisors first reported a position in WR in Q2 2017 and held it in 4 quarters. The position peaked at $2.37M in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Knights of Columbus Asset Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 45,100 Westar Energy Inc shares in Q2 2018, an estimated $2.37M.
  • Knights of Columbus Asset Advisors first reported a position in Westar Energy Inc in Q2 2017 and held it in 4 quarters.
  • Knights of Columbus Asset Advisors's Westar Energy Inc position peaked at $2.37M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.